JGP Wealth Management
CRWD icon

JGP Wealth Management’s CrowdStrike CRWD Stock Holding History

JGP Wealth Management’s Portfolio CRWD Stock Details CRWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$460K Buy
1,736
+108
+7% +$22.9K 0.04% 162
2026
Q2 		$311K Buy
+1,628
New +$231K 0.03% 189
2026
Q1 		– Sell
-1,816
Closed -$213K – 232
2025
Q4 		$213K Buy
+1,816
New +$231K 0.02% 225
2022
Q2 		– Sell
-7,624
Closed -$416K – 146
2022
Q1 		$416K Sell
7,624
-540
-7% -$25.2K 0.08% 115
2021
Q4 		$366K Buy
8,164
+2,032
+33% +$124K 0.07% 119
2021
Q3 		$377K Buy
6,132
+80
+1% +$5.16K 0.08% 112
2021
Q2 		$380K Sell
6,052
-168
-3% -$9.04K 0.08% 117
2021
Q1 		$284K Buy
6,220
+64
+1% +$3.38K 0.06% 130
2020
Q4 		$345K Buy
+6,156
New +$240K 0.08% 115

Other funds holding CRWD

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

JGP Wealth Management's CRWD Position: Q3 2026 in Review

JGP Wealth Management increased its CrowdStrike (CRWD) stake by 6.6% in Q3 2026, buying an estimated $22.9K and bringing the position to 1,736 shares worth $460K. The position accounts for 0.04% of the portfolio, ranked #162.

JGP Wealth Management first reported a position in CRWD in Q4 2020 and has held it in 9 quarters since. 1,929 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • JGP Wealth Management held 1,736 shares of CrowdStrike worth $460K as of Q3 2026.
  • JGP Wealth Management bought 108 CrowdStrike shares in Q3 2026, an estimated $22.9K.
  • CrowdStrike made up 0.04% of JGP Wealth Management's portfolio in Q3 2026, its #162 holding.
  • JGP Wealth Management first reported a position in CrowdStrike in Q4 2020 and has held it in 9 quarters since.
  • 1,929 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.